Our Team has over 52 years of collective investment experience and is combined with the resources of Wells Fargo Advisors. The combination provides solutions and opportunities that help ensure the success of your financial future.

Our clients benefit from our ability to coordinate and simplify the complex issues that will help them become a more organized investor. To ensure comprehensive and seamless execution of your investment strategy and future legacy, we consult, as needed, with your other professional advisors, including attorneys, insurance specialists, and CPAs.

Many of our clients are pre-retirees, and retirees, who need assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan.

This information is intended for use only by residents of (AL, AR, CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NJ, NY, OK, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AR, CA, FL, GA, IL, IN, KS, KY, MS, NC, PA, TN, TX, UT, VA).

Investment and insurance products:

Not Insured by FDIC or any Federal Government Agency

May Lose Value

Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.